Strategic Wealth Partners, Ltd. J P Morgan Exchange Traded Fd Transaction History

Strategic Wealth Partners, Ltd.

$1.14 Billion
Q2 2025

A detailed history of Strategic Wealth Partners, Ltd. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 118,794 shares of JEPI stock, worth $6.73 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares

118,794

Previous 94,026 26.34%

Holding current value

$6.73 Million

Previous $5.41 Million 24.85%

% of portfolio

0.59%

Previous 0.52%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	BUY	$51.14 - $57.0 $1.27 Million - $1.41 Million	24,768 Added 26.34%	118,794 $6.75 Million
Q4 2024 Feb 14, 2025	BUY	$57.53 - $60.83 $516,044 - $545,645	8,970 Added 10.55%	94,026 $5.41 Million
Q3 2024 Oct 08, 2024	BUY	$54.98 - $59.51 $263,684 - $285,409	4,796 Added 5.98%	85,056 $5.06 Million
Q2 2024 Oct 08, 2024	BUY	$55.45 - $57.39 $115,446 - $119,485	2,082 Added 2.66%	80,260 $4.55 Million
Q1 2024 May 20, 2024	BUY	$54.75 - $57.86 $42,924 - $45,362	784 Added 1.01%	78,178 $4.52 Million
Q4 2023 May 20, 2024	BUY	$51.51 - $55.33 $23,231 - $24,953	451 Added 0.59%	77,394 $4.26 Million
Q3 2023 May 20, 2024	BUY	$53.5 - $55.92 $1.01 Million - $1.05 Million	18,797 Added 32.33%	76,943 $4.12 Million
Q2 2023 May 20, 2024	BUY	$53.85 - $55.4 $918,681 - $945,124	17,060 Added 41.52%	58,146 $3.22 Million
Q1 2023 Apr 24, 2023	BUY	$52.13 - $55.7 $1.34 Million - $1.43 Million	25,663 Added 166.39%	41,086 $2.24 Million
Q4 2022 Apr 24, 2023	BUY	$50.88 - $56.78 $784,722 - $875,717	15,423 New	15,423 $840,000

Others Institutions Holding JEPI

# of Institutions

1,423

Shares Held

345M

Call Options Held

839K

Put Options Held

640K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
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Strategic Wealth Partners, Ltd. J P Morgan Exchange Traded Fd Transaction History